Current Employment Status:
Hired Part Time on Oct 30, 2024
ABOUT ME
I am a dedicated Bookkeeper, here to help you grow your business by taking charge of your finances and accounting database. Let's make your financial journey a smooth and successful one!
ACCOUNTING TOOLS
- QuickBooks Online
- QuickBooks Desktop
- Wave Accounting
- Harvest
- Karbon
GENERAL SOFTWARE
- Microsoft Office
- Excel and Word
- Google Workspace
- Microsoft 365
- Slack
CERTIFICATION
- QuickBooks Certified ProAdvisor
- Xero Advisor Certified
WHAT I CAN DO FOR YOU
COMPANY SET UP
- Set up QuickBooks Online Account
- Create Custom Chart of Accounts
- Use of QuickBooks Online Bank Feeds
- Import "Web Connect" Files
QUICKBOOKS CLEAN UP
- Clean up Balance Sheet Accounts
- Clean up Chart of Accounts
- Fix the Undeposited Funds
- Correctly allocate Personal Expenses
- Bank & Credit Card Reconciliation- Merging Accounts/Vendors/Customers with the same names
- Inactivating Chart of Accounts/Vendors/Customers- Clean up uncategorized Income and Expenses
BANK RECONCILIATION
- Bank Reconciliation preparation
- Statement Matching and Verification
- Identification and Resolution of Discrepancies
- Error Correction and Adjustment Entries
ACCOUNTS RECEIVABLE
- Create Invoices to Customers
- Posting Customer Payments
- Aging Reports and Analysis
- Customer Collection through
- Customer Collection calls if necessary
- Customer Account Reconciliation
- Managing Customer Monthly Statements
ACCOUNTS PAYABLE
- Record Bill Payments
- Vendor Management
- Payment Processing
- Expense Coding and Classification
- Accounts Payable Reconciliation
- Aging Reports and Analysis
- Vendor Communication through
FINANCIAL STATEMENTS
- Balance Sheet
- Profit and Loss
- Statement of Cash Flows
- Customer Reports
BONUS!
I am trained in Drake Tax software.
Q: WHY SHOULD YOU HIRE ME?
A: I have been doing bookkeeping for years and I have the knowledge, skills, and experience to handle your bookkeeping with accuracy, efficiency, and attention to detail, giving you peace of mind and allowing you to focus on growing your business.
Send me a message and let's get started on your project today!
Experience: 2 - 5 years
Experience: 5 - 10 years
Experience: 2 - 5 years
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
“They're not only loyal and hardworking, they're super detail oriented!”
- Travis OVAAnswers
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